In order to access Account Executive Scorecard, navigate to Bird's Eye View page, then click the salesperson's name that you would like to view the scorecard.
The Account Executive Scorecard is a page containing detailed information about an individual salesperson.
Note: As a manager, you also have a scorecard, which will display only the information pertaining to your accounts. This is a great place to go if you are a selling manager and wish to see all of the accounts that you handle. All of the instructions contained in this document pertain to a Scorecard, whether it belongs to an account executive or a manager. The following sections describe each section in Account Executive Scorecard in detail. Below is a screen shot of Account Executive Scorecard.
Keyword Search: Quiet Accounts, Notes, Activities, Revenue Pod, Recently Imported, Sales Outlook, Account Executive Dashboard, AE Dashboard, AE view, AE Bird's Eye View.